Financial advisors, brokers, business owners are facing an increasing demand for their services whilst dealing with increased competition.
Petra and the team at Koruna Assist have helped us revolutionize our back office and provide us with the capacity to scale our business quickly and effectively.
Do it! And look for somebody who has a reputation of results, processes, and accountability, and Koruna Assist has all of that!
I have engaged Petra to help take my business to the next level. Her ability to provide solutions and optimise my workflow has been fantastic. She is patient and very understanding and I can feel that she genuinely cares. You would be silly not to speak to Petra and the team at Koruna Assist. Would Recommend 10/10!!
Director of Sterling Grange Financial Planning
Petra and her team are highly knowledgable in helping you with offshore staff members. Her workaround process mapping is second to none and could be implemented for local teams as well. Her staff are warm and friendly and came to me highly recommended.
I would inturn do the same
Managing Owner of Pension Services
Outsourcing is a very broad term and it can mean a lot of things. But I think if I was specifically looking at working with Koruna Assist, they should feel quite confident in that process.
Have a conversation with Koruna Assist to sort the things that you’re worried about, they’ll help you work through them with you. They’ll give you an understanding of what you need to do to free up your time.
Principal of KLM Finance
Overall has been positive, once you have the right person there isn’t too much that is needed. The team is very responsive whenever there are questions asked. Has been amazing, very grateful
Director of Tanti Financial Services
Petra and her team have been a great addition to my Financial Planning business. Having my administration, document management and customer service handled by professionals allows me to not get bogged down and focus on new clients.
Petra is a phenomenal leader and Koruna is the best outsourcing firm in the industry. The growth we have achieved in our business could not have been done without the team at Koruna.
Mortgage Broker of Infocus
As a busy parent, juggling work and family responsibilities can be overwhelming. That’s why I was thrilled to discover Koruna Assist, a virtual assistant service that has been a game-changer for me. With their help, I’ve been able to streamline my admin tasks and free up precious time to spend with my loved ones.
Director of Inside Out Games
Working with koruna Assist has clear benefits but you do need to put in time and energy for your outsourcing strategy to work. You have to tell them the process that you want them to follow, and then they’ll do it.
If you’re on it at least jump on a call or have a chat because for us it was quite eye-opening. It’s really nice to think about the way this business is structured.
Qi Wealth has been using Koruna Assist for some time now and have been very impressed with the outcome and improvements to our workflows and administration. Petra has been brilliant in assisting our business and team to operate in a much more efficient manner. Very highly recommended!
Director of Financial Services, Qi Wealth
Due to a significant change in my practice where I closed the office with in-house support staff I spent less time on admin than I do now.
However, having stated this there was always going to be a trade-off from having actual staff in the office to having a virtual staff member.
If it were not for my VA and her efficiency and solid support, I could not have made this change.
Senior Financial Adviser of RI Advice
I have had a faultless experience with my VA, she has been a great asset to my business. She has helped give me back family time as well as keep my applications moving quickly through the systems.
Definitely an investment due to them being valuable team members in our business. We take the time to train them in our processes and systems and they have become wonderful operators.